Q2 2026 Holdings
Filed 2026-08-13 | 3168 holdings | $7.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UMB Finl Corp(UMBF) | COM | 902788108 | $667.4M | 4,674,963 | 8.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $541.6M | 723,246 | 6.9% |
| Apple Inc(AAPL) | COM | 037833100 | $335.9M | 1,160,739 | 4.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $263.3M | 1,316,091 | 3.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $252.1M | 705,353 | 3.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $191.1M | 512,172 | 2.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $176.5M | 467,314 | 2.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $172.0M | 721,467 | 2.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $133.7M | 1,383,831 | 1.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $131.9M | 1,710,991 | 1.7% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $127.4M | 389,201 | 1.6% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $111.7M | 1,012,156 | 1.4% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $108.6M | 145 | 1.4% |
| Progressive Corp(PGR) | COM | 743315103 | $94.3M | 431,803 | 1.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $92.8M | 365,410 | 1.2% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $91.8M | 76,534 | 1.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $85.8M | 996,127 | 1.1% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $81.6M | 87,209 | 1.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $80.7M | 161,216 | 1.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $80.5M | 369,456 | 1.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $77.5M | 522,678 | 1.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $74.8M | 493,660 | 0.9% |
| Caterpillar Inc(CAT) | COM | 149123101 | $72.5M | 68,125 | 0.9% |
| Walmart Inc(WMT) | COM | 931142103 | $69.7M | 615,797 | 0.9% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $68.6M | 963,172 | 0.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $67.4M | 119,623 | 0.9% |
| J P Morgan Exchange Traded F(JQUA) | US QUALTY FCTR | 46641Q761 | $65.2M | 901,926 | 0.8% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $61.8M | 582,564 | 0.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $60.4M | 143,617 | 0.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $59.3M | 197,237 | 0.8% |
| Amphenol Corp(APH) | CL A | 032095101 | $55.7M | 315,705 | 0.7% |
| Chevron Corporation(CVX) | COM | 166764100 | $54.5M | 328,803 | 0.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $53.9M | 394,360 | 0.7% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $53.9M | 45,876 | 0.7% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $52.4M | 102,035 | 0.7% |
| Home Depot Inc(HD) | COM | 437076102 | $51.1M | 145,009 | 0.6% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $50.2M | 117,792 | 0.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $49.5M | 85,164 | 0.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $48.1M | 140,088 | 0.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $47.5M | 573,155 | 0.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $46.3M | 131,035 | 0.6% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $44.0M | 147,590 | 0.6% |
| Linde PLC(LIN) | SHS | G54950103 | $43.2M | 83,193 | 0.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $42.9M | 125,903 | 0.5% |
| Procter & Gamble Co(PG) | COM | 742718109 | $41.5M | 282,771 | 0.5% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $41.4M | 471,252 | 0.5% |
| Bank of Amer Corp(BAC) | COM | 060505104 | $40.7M | 713,545 | 0.5% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $39.9M | 433,416 | 0.5% |
| Welltower Inc(WELL) | COM | 95040Q104 | $38.2M | 168,493 | 0.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $38.1M | 32,994 | 0.5% |